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SOA Wealth Advisors, LLC.: VOT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SOA Wealth Advisors, LLC. on VOT, newest first. How the timeline and the estimate are built.

SOA Wealth Advisors, LLC. held 17,419 VOT shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,419 shares
    Change vs previous 13F -2,694 shares

    0.9% of the 13F portfolio, value $5,335,320.

    13F-HR 0001376474-26-000503 filed by SOA Wealth Advisors, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 20,113 shares
    Change vs previous 13F -836 shares

    0.98% of the 13F portfolio, value $5,176,127.

    13F-HR 0001376474-26-000388 filed by SOA Wealth Advisors, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 20,949 shares
    Change vs previous 13F -776 shares

    0.99% of the 13F portfolio, value $5,847,724.

    13F-HR 0001376474-26-000055 filed by SOA Wealth Advisors, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 21,725 shares
    Change vs previous 13F -1,643 shares

    1.09% of the 13F portfolio, value $6,382,627.

    13F-HR 0001376474-25-000852 filed by SOA Wealth Advisors, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 23,368 shares
    Change vs previous 13F -5,342 shares

    1.25% of the 13F portfolio, value $6,645,761.

    13F-HR 0001376474-25-000638 filed by SOA Wealth Advisors, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 28,710 shares
    Change vs previous 13F +56 shares

    1.47% of the 13F portfolio, value $7,023,731.

    13F-HR 0001376474-25-000332 filed by SOA Wealth Advisors, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 28,654 shares
    Change vs previous 13F -676 shares

    1.34% of the 13F portfolio, value $7,270,902.

    13F-HR/A 0001376474-25-000162 filed by SOA Wealth Advisors, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 29,330 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $7,140,856.

    13F-HR/A 0001376474-24-000711 filed by SOA Wealth Advisors, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).